No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ROCKY MOUNTAIN HOSPITAL & MEDICAL EIN 84-1017384 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other services; Float revenue; Claims processing Service code 12 | — | $2.6M |
| 2MH LLC EIN 27-3683791 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $215K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Other fees Service code 50 | — | $160K |
| GIA GROUP LLC EIN 84-1483596 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $130K |
| GLENWOOD INSURANCE AGENCY EIN 84-1483596 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $130K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $91K |
| SHIRAZI MILLER BENEFITS, LLC EIN 20-4862626 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Consulting (general); Insurance agents and brokers Service code 16 | — | $83K |
| SPENCER FANE LLP EIN 44-0561981 NONE | Legal; Direct payment from the plan Service code 29 | — | $65K |
| WOODRIDGE ADVISORS LLC EIN 45-4890321 NONE | Other services; Direct payment from the plan Service code 49 | — | $65K |
| DEVLIN FINANCIAL SERVICES EIN 20-1475067 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $62K |
| MOODY INSURANCE GROUP EIN 84-0622206 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $61K |
| MOUNTAIN WEST INSURANCE & FINANCIAL EIN 47-2532916 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $60K |
| NEIL GARING AGENCY EIN 84-0971036 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $53K |
| LOCKTON COMPANIES EIN 20-3354970 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $31K |
| LEAVITT GROUP EIN 84-1346644 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $28K |
| HUB INTERNATIONAL INSURANCE SERVICE EIN 43-1155276 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $25K |
| CREST INSURANCE GROUP OF COLORADO EIN 82-5282091 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $25K |
| TRANSFORM WEALTH EIN 81-1683097 NONE | Investment management; Direct payment from the plan Service code 28 | — | $24K |
| TAGGART & ASSOCIATES EIN 84-0562640 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $23K |
| COLORADO INSURANCE STORE EIN 02-0775582 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $22K |
| DIGITIAL INSURANCE LLC EIN 58-2522668 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $21K |
| TRION GROUP MARSH & MCLELLAN AGENCY EIN 26-3237576 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $19K |
| ASSUREDPARTNERS OF COLORADO EIN 45-2712335 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $17K |
| VIDA BUSINESS SOLUTIONS EIN 20-2013919 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $16K |
| NEEDLES & ASSOCIATES, LLC EIN 51-0435869 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
| USI INSURANCE SERVICES EIN 13-3771734 NONE | Insurance services; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $12K |
| CORNERSTONE INSURANCE & FINANCIAL EIN 81-1005479 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $10K |
| MIA CORP EIN 47-2482907 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $9K |
| GBS COLORADO EIN 84-0875198 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $9K |
| ASSURED EQUITY MANAGEMENT EIN 20-0857620 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $9K |
| GERALD L LUKTON CO, INC. EIN 74-2443648 NONE | Direct payment from the plan; Insurance brokerage commissions and fees Service code 50 | — | $8K |
| PEAK BENEFITS LLC EIN 45-4193330 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $7K |
| CHERRY CREEK INS DBA CCIG EIN 84-1040215 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $7K |
| COLORADO INSURANCE BENEFITS, INC. EIN 42-1638219 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $6K |
| CONSOLIDATED INSURANCE GROUP EIN 90-0270681 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $6K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 3,007 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,007 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION CARE | 970 | $101K |
| Life insurance | UNITED HEALTHCARE INSURANCE COMPANY | 4,265 | $105K |
| Other | UNITED HEALTHCARE INSURANCE COMPANY | 4,265 | $105K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,265 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.